You're signed outSign in or to get full access.
Wealth Architects, LLC
Wealth Architects, LLC is an SEC-registered investment adviser specializing in comprehensive wealth management and planning services tailored to individual clients' financial goals and objectives.
Investment Strategy
Tailored wealth management and investment strategies based on client-specific financial circumstances and objectives.
Latest 13F Filing Activity
Wealth Architects, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 225 equity positions with a total 13F market value of $984M. The fund increased holdings in Ishares TR, Lam Research Corp., Vanguard Specialized Funds among other positions. Wealth Architects, LLC reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Ishares TR among others.
Top Holdings
Equity Positions (225)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 7.51% | $73.9M | 119,012 | $220.06 | $620.90 | +$7.6M |
T TDTF | FLEXSHARES TR | 6.62% | $65.1M | 2,704,813 | $23.83 | $24.08 | +$3.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.54% | $54.5M | 956,360 | $42.18 | $57.01 | +$4.8M |
I IJR | ISHARES TR | 5.41% | $53.3M | 487,616 | $74.19 | $109.29 | +$4.1M |
V VIG | VANGUARD SPECIALIZED FUNDS | 5.19% | $51.1M | 249,760 | $126.60 | $204.67 | +$5.0M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer | CA , United States | |
 | Principal | Reno, NV , United States | |
 | Associate Portfolio Analyst | CA , United States | |
 | Associate Portfolio Analyst | Mountain View, CA , United States | |
 | Portfolio Analyst | Mountain View, CA , United States | |
 | President and Chief Investment Officer | Sarasota, FL , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more